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Based on Objectives create one or more Initiatives with this templateInitiatives help you structure your product development. These initiatives describe larger undertakings, such as releases or development iterations. Importantly, initiatives are always described from a business perspective, ensuring alignment between development efforts and business objectives. Add goals, success factors, risks, business opportunities and a prioritization to build a valuable Initiative. Extend this template with your UX research results and link it directly to a Jira Initiative. |
In the template for Objectives, you will find the section where all initiatives for an objective are listed. There is also a button there to create a new initiative. Clicking on this button will open the template for an initiative.
Adding initiatives
The template starts with entering the page title and some metadata (1). If you track Initiatives in Jira, you can also link a task in Jira here. Add also a contact persona. The priority value will be automatically filled in later. Do you have any other documents that are important for the Initiative? Then link them.
The next thing you can fill in is the initiative’s goal (2). Describe in a few sentences what the goal of this Initiative is.
Now you can explain how the goal of this initiative fits to the parent objective (3). If you don’t have a parent objective leave the section empty or remove it.
With the success factors (4) you measure after completion of the Objective whether this project was successful or not. Enter one success factor per line. You can subdivide each success factor into smaller partial goalsThe overview page for initiatives is generated as soon as enbl.it is activated in a Confluence space. On this overview page, you can find all defined initiatives (2) and have the option to create new product goals (1).
Adding initiatives
You begin by defining an initiative with a summary (1), followed by an optional explanation of the current situation and background knowledge (2). This initial overview sets the foundation for understanding the goal's purpose and context.
In the next section, you'll document key metadata, including the initiative in Jira, contact persons and links to additional documents (3). As your project evolves, this section becomes a central hub where you can link all product goals that this initiative contribute to, creating a clear chain of accountability and progress.
To ensure your initiative can be effectively evaluated, you'll add the necessary success factors (4). Each success factor is structured with a concise title and precise description, made concrete and measurable through specific sub-goals. This measurement framework enables you to track progress and demonstrate success systematically.
An Initiative can both create and mitigate risks. But it is important to know the risks. Enter the risks (5) in this table and evaluate them. The evaluation can be done with the status macro, which you activate with /status.
Next comes the Business Opportunities (6). Similar to the risks you need to know these. Enter the Business Opportunities in this table and evaluate them. The evaluation can be done with the status macro, which you activate with /status.
If you have defined many initiatives you’ll need to prioritize them, because you cannot work on everything at once. For this purpose, there is the prioritization macro (7) that is documented separately. You can edit the values by clicking on the macro and then on the icon with the pencil. On the right side, a panel opens with the possible settings. The priority value is automatically calculated and filled at the top of the page.
Sometimes it is the case that other services are needed to achieve the goal of the initiative or there are other dependencies (8). Enter this kind of dependencies in the table. You can indicate the type again with the status macro (enter /status).
This is where the underlying Customer Journeys are blended in (109). The Customer Journeys have their own template and are created as subpages to the associated Initiative. You need to click on the button Create new Customer Journey (9) to create a new one.
The template concludes with a simple question and answer block (1110). If any content-related questions arise during filling, you have a central place here where you can deposit them. This way, others who have similar questions can share them.
Example of an Initiative
To make the use of initiatives more tangible for you, we have added an example here. This will give you a practical reference point and help you understand how to effectively create and utilize your own initiatives.
